Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of its $28.5 billion quarterly capital expenditure was offset by customer prepayments, and most of those new contracts will not require substantial incremental Oracle-funded capital investment. CoreWeave represents the more leveraged neocloud model.
Nous affichons publiquement l'idee principale. Creez un compte gratuit pour lire l'article complet, l'enregistrer, le commenter et le relier au contexte marches et OSINT.